To move ahead in life, you need goals. Every day, I help clients build SMART goals (Specific, Measurable, Attainable, Relevant and Time bound) that embody what they want in life and help them lay the foundation for a financial strategy to get there. I learned first-hand how important a goals focused process is: it’s how I came to be a financial advisor with Edward Jones.

In 2002, the Toronto-based commercial real estate company that I had grown with and loved was sold to a public company leaving my position as Vice President of Finance redundant. I enjoyed my profession and the real estate industry, but I also had a deep passion for the Finance Industry which led me to explore a new outlet for my interests, skillset and education (Professional Accounting degree and Executive MBA from University of Toronto).

My goals were ambitious: a career with growth potential where I could make a positive difference for people, work/life balance for myself, an organization of high integrity in an industry that valued my accounting and MBA knowledge. Knowing exactly what I wanted meant I knew immediately when I found it and I became an Edward Jones financial advisor. The firm and I share the same philosophy that the interests of the client come first, and that their success has its best chance with a long-term investment philosophy.

Now with my branch in a neighborhood close to home, I am ingrained in the community both personally and professionally. It’s a small branch - Sr. Branch Office Administrator, Shanna Parker and myself - so we get to know and develop a personal relationship with our clients who are fully engaged in the process as we set goals, develop a strategy, and partner together to stay on track.

Outside of work, my husband and I are very sports-minded and also love to travel. We enjoy a wide variety of activities including cycling and weight lifting at the gym, but best of all, we treasure the many ski adventures we have taken over the years with our two sons.